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Morgan Stanley
MS

Overview Fund Activity

733 hedge funds and large institutions have $50.2B invested in Morgan Stanley in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+3
Holders Change %
+0.41%
% of All Funds
21.08%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.75%
New
61
Increased
267
Reduced
280
Closed
53
Calls
$457M
Puts
$847M
Net Calls
-$389M
Net Calls Change
-$165M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.54B
3
Norges Bank
3
Norges Bank
Norway
$403M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.23B
5
CGM
5
Capital Growth Management
Massachusetts
$213M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.5B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.93M
3
FAM
3
Fred Alger Management
New York
$219M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$4.48M
5
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$913M
Name Holding Trade Value Shares
Change 		Shares
Change %
NLGIA
276
Nippon Life Global Investors Americas
New York
$6.39M -$546K -16,880 -8%
DILH
277
Dai-ichi Life Holdings
Japan
$6.37M -$2.42M -74,980 -28%
FCBT
278
First Citizens Bank & Trust
North Carolina
$6.13M +$6.13M +189,572 New
CWA
279
Constellation Wealth Advisors
New York
$6.08M -$233K -7,200 -4%
WAM
280
World Asset Management
Michigan
$6.05M -$165K -5,113 -3%
NMERB
281
New Mexico Educational Retirement Board
New Mexico
$5.86M – – –
LMIM
282
Lockheed Martin Investment Management
Maryland
$5.82M -$1.62M -50,000 -22%
SCM
283
Stux Capital Management
New York
$5.77M +$2.44M +75,500 +73%
BTS
284
BB&T Securities
Virginia
$5.76M +$654K +2,022 +13%
Robeco Institutional Asset Management
285
Robeco Institutional Asset Management
Netherlands
$5.7M +$41.6K +1,286 +0.7%
CBOA
286
Commonwealth Bank of Australia
Australia
$5.67M -$5.08M -157,090 -47%
SGDR
287
SPX Gestao de Recursos
Brazil
$5.67M -$630K -19,500 -10%
HCMT
288
Highland Capital Management (Tennessee)
Tennessee
$5.61M -$1.46K -45 -0%
UAM
289
UAS Asset Management
New York
$5.58M -$185K -5,730 -3%
Asset Management One
290
Asset Management One
Japan
$5.27M -$647K -20,432 -11%
V
291
Veritable
Delaware
$5.23M +$408K +12,606 +8%
FMI
292
Factory Mutual Insurance
Massachusetts
$5.17M – – –
AMI
293
Amica Mutual Insurance
Rhode Island
$5.15M – – –
AI
294
Ariel Investments
Illinois
$5.13M – – –
SMDAM
295
Sumitomo Mitsui DS Asset Management
Japan
$5.12M -$6.55M -202,501 -56%
IGIM
296
I.G. Investment Management
Manitoba, Canada
$5.09M +$773K +23,900 +18%
BIM
297
Bridgecreek Investment Management
Oklahoma
$5.04M +$293K +9,075 +6%
FIM
298
Foresters Investment Management
New York
$4.93M – – –
GIM
299
Grassi Investment Management
California
$4.92M +$1.62K +50 +0%
RIG
300
Renaissance Investment Group
Massachusetts
$4.9M +$79.2K +2,450 +2%
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